|
1
|
Bank of America
Charlotte,
North Carolina
|
28,4 Mio. $
|
+28,3 Mio. $
|
+374.548
|
+124.849 %
|
|
|
2
|
Pathway Financial Advisors
South Burlington,
Vermont
|
23,4 Mio. $
|
+1,15 Mio. $
|
+15.240
|
+5 %
|
|
|
3
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
13,3 Mio. $
|
+12,3 Mio. $
|
+162.445
|
+1.258 %
|
|
|
4
|
|
8,64 Mio. $
|
+8,62 Mio. $
|
+114.188
|
Neu
|
|
|
5
|
Farther Finance Advisors
San Francisco,
California
|
4,01 Mio. $
|
+3,07 Mio. $
|
+40.660
|
+329 %
|
|
|
6
|
Crown Wealth Group
Charlotte,
North Carolina
|
3,71 Mio. $
|
+3,71 Mio. $
|
+49.092
|
Neu
|
|
|
7
|
Strategic Investment Solutions
Orland Park,
Illinois
|
3,44 Mio. $
|
+1,92 Mio. $
|
+25.483
|
+117 %
|
|
|
8
|
|
3,27 Mio. $
|
-1,02 Mio. $
|
-13.508
|
-24 %
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
2,12 Mio. $
|
+2,11 Mio. $
|
+28.000
|
Neu
|
|
|
10
|
North Capital
Salt Lake City,
Utah
|
1,98 Mio. $
|
+75 $
|
+1
|
+0 %
|
|
|
11
|
Boston Family Office
Boston,
Massachusetts
|
1,92 Mio. $
|
+432.938 $
|
+5.735
|
+29 %
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
1,77 Mio. $
|
+766.983 $
|
+10.160
|
+77 %
|
|
|
13
|
LPL Financial
San Diego,
California
|
1,7 Mio. $
|
+1,7 Mio. $
|
+22.514
|
Neu
|
|
|
14
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
1,65 Mio. $
|
+798.161 $
|
+10.573
|
+94 %
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
1,59 Mio. $
|
+452.415 $
|
+5.993
|
+40 %
|
|
|
16
|
Burling Wealth Partners
Chicago,
Illinois
|
1,51 Mio. $
|
+1,24 Mio. $
|
+16.467
|
+476 %
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
1,46 Mio. $
|
+1,27 Mio. $
|
+16.842
|
+697 %
|
|
|
18
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
1,23 Mio. $
|
+40.689 $
|
+539
|
+3 %
|
|
|
19
|
Sierra Capital
Miami,
Florida
|
1,23 Mio. $
|
–
|
–
|
–
|
|
|
20
|
Planning Center Inc
Moline,
Illinois
|
1,13 Mio. $
|
+662.505 $
|
+8.776
|
+143 %
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
1,09 Mio. $
|
-1,32 Mio. $
|
-17.489
|
-55 %
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
1,02 Mio. $
|
+1,02 Mio. $
|
+13.480
|
Neu
|
|
|
23
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
1 Mio. $
|
+999.796 $
|
+13.244
|
Neu
|
|
|
24
|
Orser Capital Management
Southlake,
Texas
|
1 Mio. $
|
+613.738 $
|
+8.130
|
+159 %
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
936.000 $
|
+835.604 $
|
+11.069
|
+851 %
|
|
